Transactions | Stephens

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What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

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The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

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We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Investment Banking

Transactions

Each client, and each investment banking transaction, is unique. However, we bring a wealth of experience and depth of expertise to all assignments, delivering consistently insightful perspectives coupled with strong execution.

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Private Companies
  • M&A Advisory | Financial Advisor

    $30 Million

    04/15/2024

    Technology, Media & Telecom

    Complete

  • M&A Advisory | Financial Advisor

    12/28/2023

    Consumer

    Complete

  • M&A Advisory | Financial Advisor

    12/23/2023

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    $66.2 Million

    12/21/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    12/07/2023

    Diversified Industrials & Services

    Complete

  • M&A Advisory | Financial Advisor

    $50 Million

    11/15/2023

    Specialty Finance

    Complete

  • M&A Advisory | Financial Advisor

    04/28/2023

    Aerospace & Defense

    Complete

  • M&A Advisory | Financial Advisor

    $475 Million

    02/27/2023

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    01/30/2023

    Depository

    Complete

  • M&A Advisory | Financial Advisor

    12/02/2022

    Energy & Clean Energy Transition

    Complete

  • Debt Capital Markets | Financial Advisor

    $155 Million

    11/16/2022

    Energy & Clean Energy Transition

    Complete

  • M&A Advisory | Financial Advisor

    10/12/2022

    Media

    Complete

  • M&A Advisory

    Has Received An Investment From

    $30 Million

    M&A Advisory

    Ecotrak, LLC

    Financial Advisor

    Private Companies

    $30 Million

    04/15/2024

    Learn More
  • M&A Advisory

    Has Been Acquired By An Undisclosed Buyer

    M&A Advisory

    Morning Fresh Farms

    Financial Advisor

    Private Companies

    Not Disclosed

    12/28/2023

    Learn More
  • M&A Advisory

    Has Divested Oil & Gas Assets In Southwest Texas

    M&A Advisory

    El Toro Resources LLC

    Financial Advisor

    Private Companies

    Not Disclosed

    12/23/2023

    Learn More
  • M&A Advisory

    Has Acquired

    $66.2 Million

    M&A Advisory

    United Petroleum Transports, Inc.

    Financial Advisor

    Private Companies

    Public Companies

    $66.2 Million

    12/21/2023

    Learn More
  • M&A Advisory

    Has Received A Growth Investment From

    M&A Advisory

    The Integration Group

    Financial Advisor

    Private Companies

    Not Disclosed

    12/07/2023

    Learn More
  • M&A Advisory

    Portfolio Company Of

    $50 Million

    M&A Advisory

    TrueNoord Limited

    Financial Advisor

    Private Companies

    $50 Million

    11/15/2023

    Learn More
  • M&A Advisory

    Has Sold

    Air Traffic Management (ATM) Line Of Business

    To

    M&A Advisory

    Leonardo

    Financial Advisor

    Private Companies

    Not Disclosed

    04/28/2023

    Learn More
  • M&A Advisory

    Has Been Acquired By

    $475 Million

    M&A Advisory

    Performance Proppants

    Financial Advisor

    Private Companies

    $475 Million

    02/27/2023

    Learn More
  • M&A Advisory

    Has Acquired

    M&A Advisory

    Vista Bancshares, Inc.

    Financial Advisor

    Private Companies

    Not Disclosed

    01/30/2023

    Learn More
  • M&A Advisory

    Undisclosed Seller

    Corporate Sale To

    Sitka Petroleum, LLC And Pontem Energy, LLC

    M&A Advisory

    Williston Basin Seller

    Financial Advisor

    Private Companies

    Not Disclosed

    12/02/2022

    Learn More
  • Debt Capital Markets

    Senior Secured Term Loan

    $155 Million

    Debt Capital Markets

    Cheyenne Petroleum Company

    Financial Advisor

    Private Companies

    $155 Million

    11/16/2022

    Learn More
  • M&A Advisory

    Has Been Acquired By

    M&A Advisory

    Maru Group Limited

    Financial Advisor

    Private Companies

    Not Disclosed

    10/12/2022

    Learn More

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